Servicesource, Inc.'s EIN is 54-0901256.
Download the official 2024 Form 5500 (PDF) for Servicesource, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Servicesource, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $205K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $12.3M | 9.9% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $11.0M | 8.9% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $11.0M | 8.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $10.6M | 8.5% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $10.2M | 8.2% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $8.3M | 6.6% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $7.5M | 6.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $6.6M | 5.3% | |
| Vanguard 500 Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $5.7M | 4.5% | |
| Mass Mutual Capital Preservation Account Investment Contract | Other securities | — | — | $4.5M | 3.6% | |
| Vanguard Growth Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $3.9M | 3.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $3.5M | 2.8% | |
| VALIC Fixed Account Plus Investment Contract | Other securities | — | — | $3.3M | 2.7% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $2.6M | 2.1% | |
| Vanguard Total Bond Market Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $2.0M | 1.6% | |
| Vanguard Total Stock Market Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| Vanguard Value Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| VALIC Systematic Core Fund Variable Annuity ** 26 Contract * VALIC Systematic Value Fund Variable Annuity ** 21 Contract * VALIC Dividend Value Fund Variable Annuity ** 19 Contract * Participant Loans Interest at 4.25% to - | Bonds / Notes | — | — | $1.5M | 1.2% | |
| Lincoln Fixed Account Investment Contract | Other securities | — | — | $1.4M | 1.1% | |
| Vanguard Total International Stock Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.3M | 1.0% | |
| Vanguard Small Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.0M | 0.8% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $993K | 0.8% | |
| Vanguard PrimeCap Fund Admiral Mutual Fund | Mutual Funds | — | — | $682K | 0.5% | |
| Vanguard Mid Cap Growth Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $631K | 0.5% | |
| Vanguard Small Cap Value Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $557K | 0.4% | |
| Vanguard Wellington Fund Mutual Fund | Mutual Funds | — | — | $544K | 0.4% | |
| Fidelity Magellan Fund Mutual Fund | Mutual Funds | — | — | $504K | 0.4% | |
| Vanguard Mid Cap Value Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $390K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $267K | 0.2% | |
| Fidelity Growth Company Fund Mutual Fund | Mutual Funds | — | — | $267K | 0.2% | |
| Fidelity Blue Chip Growth Fund Mutual Fund | Mutual Funds | — | — | $235K | 0.2% | |
| Contract * LVIP Blackrock Inflation Protected Bond Variable Annuity ** 7 Contract * VALIC Science & Technology Fund Variable Annuity | Other securities | — | — | $233K | 0.2% | |
| Fidelity Contrafund Mutual Fund | Mutual Funds | — | — | $208K | 0.2% | |
| PIMCO Diversified Income Fund Mutual Fund | Mutual Funds | — | — | $208K | 0.2% | |
| American Funds Global Growth Fund Variable Annuity | Mutual Funds | — | — | $180K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $179K | 0.1% | |
| Contract * American Funds Growth Fund Variable Annuity | Mutual Funds | — | — | $166K | 0.1% | |
| Contract * Fidelity VIP Contrafund Variable Annuity | Mutual Funds | — | — | $159K | 0.1% | |
| Vanguard International Growth Fund Admiral Mutual Fund | Mutual Funds | — | — | $155K | 0.1% | |
| Contract * LVIP T.Rowe Price Structured Mid Cap Growth Fund Variable Annuity | Other securities | — | — | $145K | 0.1% | |
| Fidelity Strategic Income Fund Mutual Fund | Mutual Funds | — | — | $143K | 0.1% | |
| Fidelity Growth & Income Fund Mutual Fund | Mutual Funds | — | — | $142K | 0.1% | |
| Contract * VALIC Growth Fund Variable Annuity | Other securities | — | — | $133K | 0.1% | |
| Fidelity International Growth Fund Mutual Fund | Mutual Funds | — | — | $129K | 0.1% | |
| Contract * LVIP Macquarie Mid Cap Value Fund Variable Annuity | Other securities | — | — | $127K | 0.1% | |
| Contract GS VIT GOV MONEY MKT FD INST Variable Annuity | Cash / Money Market | — | — | $121K | <0.1% | |
| Contract * VALIC Stock Index Fund Variable Annuity | Common Collective Trusts | — | — | $120K | <0.1% | |
| VALIC Short Term Fixed Account Investment Contract | Other securities | — | — | $117K | <0.1% | |
| Fidelity Low Priced Stock Fund Mutual Fund | Mutual Funds | — | — | $113K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
